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Ameriprise Financial

1,389 hedge funds and large institutions have $44.2B invested in Ameriprise Financial in 2024 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 427 increasing their positions, 493 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 58

117% more call options, than puts

Call options by funds: $105M | Put options by funds: $48.4M

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

14% more capital invested

Capital invested by funds: $38.8B → $44.2B (+$5.34B)

10% more funds holding

Funds holding: 1,2631,389 (+126)

1.27% more ownership

Funds ownership: 84.28%85.55% (+1.3%)

13% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 493

Holders
1,389
Holders Change
+126
Holders Change %
+9.98%
% of All Funds
18.3%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.33%
New
208
Increased
427
Reduced
493
Closed
58
Calls
$105M
Puts
$48.4M
Net Calls
+$56.5M
Net Calls Change
+$88.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1301
FSA Wealth Management
Massachusetts
$16K
BT
1302
Banque Transatlantique
France
$15.9K +$16K +30 New
MSG
1303
Main Street Group
Virginia
$14.7K
ZB
1304
Zions Bancorporation
Utah
$14.4K -$46.4K -87 -76%
MC
1305
Montag & Caldwell
Georgia
$14.4K +$14.4K +27 New
LWCFA
1306
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$13.3K +25 New
JFA
1307
JNBA Financial Advisors
Minnesota
$13.8K
SL
1308
Salomon & Ludwin
Virginia
$13.8K
CIAM
1309
Caitong International Asset Management
Hong Kong
$13.3K +$13.3K +25 New
NRG
1310
Nemes Rush Group
Michigan
$13.3K +$13.3K +25 New
SIM
1311
Synergy Investment Management
Florida
$13.3K +$13.3K +25 New
CWC
1312
Carolinas Wealth Consulting
North Carolina
$13K +$4.8K +9 +56%
BGAI
1313
Bruce G. Allen Investments
Colorado
$12.8K -$534 -1 -4%
OA
1314
Operose Advisors
Wisconsin
$12.8K
GWSG
1315
GPS Wealth Strategies Group
Colorado
$11.7K
DF
1316
Dunhill Financial
United Kingdom
$11.6K +$3.2K +6 +38%
S
1317
Sachetta
Massachusetts
$11.2K +$2.67K +5 +31%
BCMLT
1318
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.2K
SWM
1319
Sugarloaf Wealth Management
Georgia
$11.2K
CWM
1320
Cedar Wealth Management
California
$10.6K
ITIM
1321
Indiana Trust & Investment Management
Indiana
$10.6K +$10.7K +20 New
CAS
1322
Coppell Advisory Solutions
Texas
$10.6K
AF
1323
Atala Financial
California
$10.1K +$10.1K +19 New
CAL
1324
Capital Advisors Ltd
Ohio
$10K
GEA
1325
Glen Eagle Advisors
New Jersey
$9.58K

AMP Hedge Fund Activity: Q4 2024 in Review

1,389 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2024, worth a combined $44.2B — up 14% from $38.8B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new AMP positions and 58 closed out — a net gain of 150 holders — while 427 added to existing stakes and 493 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $276M. The largest seller was LSV Asset Management, cutting an estimated $130M.

  • 1,389 institutional investors held Ameriprise Financial (AMP) as of Q4 2024, up from 1,263 in Q3 2024.
  • Funds reported $44.2B of Ameriprise Financial stock for Q4 2024, up 14% quarter-over-quarter.
  • 208 funds opened new Ameriprise Financial positions in Q4 2024 and 58 closed out, a net change of +150 holders.
  • The largest Ameriprise Financial buyer in Q4 2024 was JP Morgan Chase, an estimated $276M added.
  • The largest Ameriprise Financial seller in Q4 2024 was LSV Asset Management, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2024.